Palo Alto Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34.2M Sell
194,304
-68,595
-26% -$12.1M 12.95% 2
2025
Q1
$41.9M Sell
262,899
-6,960
-3% -$1.11M 16.36% 2
2024
Q4
$51.1M Buy
269,859
+14,796
+6% +$2.8M 17.93% 2
2024
Q3
$41.8M Buy
255,063
+208,464
+447% +$34.2M 17.32% 2
2024
Q2
$8.49M Sell
46,599
-298
-0.6% -$54.3K 5.87% 7
2024
Q1
$7.08M Buy
46,897
+1
+0% +$151 4.99% 8
2023
Q4
$6.55M Buy
46,896
+42
+0.1% +$5.87K 4.95% 9
2023
Q3
$6.13M Sell
46,854
-6,652
-12% -$870K 5.12% 9
2023
Q2
$6.4M Sell
53,506
-45,134
-46% -$5.4M 5.11% 8
2023
Q1
$10.2M Sell
98,640
-8,468
-8% -$878K 8.2% 3
2022
Q4
$9.45M Buy
+107,108
New +$9.45M 8.05% 3